STOCK COMPARISON
Cheng Loong vs Klabin S.A.: Fair Value & Quality
Both stocks run through our valuation models. Here is how Cheng Loong (1904) and Klabin S.A. (KLBN11) compare, as of Aug 10, 2026.
As of Aug 10, 2026, Fair Value Calculator sees Cheng Loong as the less overvalued of the two: Cheng Loong trades at TWD 22.80 versus a fair value of TWD 16.26 (-29%), while Klabin S.A. trades at BRL 18.01 versus BRL 3.89 (-78%).
Cheng Loong
1904.TW · TWD · Materials
-29%
upside to fair value
overvalued
PriceTWD 22.80
Fair ValueTWD 16.26
Quality49/100
Klabin S.A.
KLBN11.SA · BRL · Materials
-78%
upside to fair value
overvalued
PriceBRL 18.01
Fair ValueBRL 3.89
Quality51/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
Cheng LoongKlabin S.A.
Valuation
28.9×P/E (TTM)26.6×
0.55×P/S (TTM)1.18×
0.81×P/B3.10×
6.4×EV/EBITDA7.2×
2.1%Dividend yield9.5%
TWD 0.45Dividend per shareBRL 1.65
Profitability
3%Net margin2%
7%Operating margin6%
4%Return on equity5%
2%Return on assets2%
Growth
1%Revenue growth (YoY)2%
-0.7%Avg. growth/yr (3Y)1.1%
1.4%Avg. growth/yr (5Y)11.6%
Balance & size
0.72×Debt / equity4.43×
$736MMarket cap$24B
weakGrowth qualityhealthy
Klabin S.A. leads: 6 to 7 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
Cheng Loongof which business quality 47 · market factors 76
Klabin S.A.of which business quality 51 · market factors 57
ProfitabilityMargins and returns on capital today
25
34
Quality GrowthAre margins and returns improving?
42
61
CashflowEarnings quality: real cash, not paper profit
39
77
Fin. StrengthBalance sheet, leverage, solvency risk
32
26
InvestmentDisciplined investing over empire-building
74
61
Low VolatilityCalm price path (market factor)
84
94
MomentumPrice trend over the last 3–12 months (market factor)
75
41
52W MomentumDistance to the 52-week high (market factor)
69
40
Net IssuanceBuybacks instead of dilution
97
58
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
Cheng Loong
Earnings-BasedTWD 5.00
Dividend DiscountTWD 5.15
MultiplesTWD 12.62
Asset-BasedTWD 17.72
Economic ProfitTWD 10.43
Growth EarningsTWD 9.64
13 of 14 models see the stock below the current price.
Klabin S.A.
DCF ModelsBRL 6.86
Earnings-BasedBRL 2.63
Dividend DiscountBRL 2.75
MultiplesBRL 3.89
Asset-BasedBRL 0.86
Growth DCFBRL 6.19
Economic ProfitBRL 2.69
Growth EarningsBRL 3.80
26 of 26 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
Cheng Loong
Bear TWD 12.20Fair Value TWD 16.26Bull TWD 20.33
TWD 22.80 = current price (white tick)
Klabin S.A.
Bear BRL 2.66Fair Value BRL 3.89Bull BRL 4.95
BRL 18.01 = current price (white tick)
Compare two other stocks
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
Cheng Loong · Materials
Quality score49 · below median
Fair value upside-29% · below median
Klabin S.A. · Materials
Quality score51 · above median
Fair value upside-78% · bottom 25%
Bottom line
As of Aug 10, 2026, Fair Value Calculator sees Cheng Loong as the less overvalued of the two: Cheng Loong trades at TWD 22.80 versus a fair value of TWD 16.26 (-29%), while Klabin S.A. trades at BRL 18.01 versus BRL 3.89 (-78%).
Klabin S.A. has the higher quality score (51/100).
See the full analysis →
More comparisons
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
